Private Equity Real Estate Fund Support
Acuity Knowledge Partners supports clients in formulating private equity and credit strategies including target screening, preliminary underwriting, due diligence and deal underwriting, deal acquisition, portfolio monitoring, asset management, and fund operations and accounting.
We help clients fast-track their investment decisions by assisting them with property and loan underwriting, sales and leasing comps, macroeconomic analysis and industry/sector research.
We also conduct due diligence by creating diligence frameworks and conducting research, ensuring faster turnaround on deal decisions (40-50% reduction in time taken to close a deal).
Our bespoke monitoring solutions enable you to track fund performance periodically, conduct strategic reviews and prepare bespoke presentation material for investor reporting. This includes lease abstraction, property and loan tapes, rent rolls, periodic updates of financial models, tracking operational and financial KPIs of investments, valuation templates, maintaining portfolio- and sector-specific dashboards, and credit monitoring.
Support We Offer
Screening
High-level screening and analysis to identify potential investment opportunities
Property research
Transaction case studies
Industry/macroeconomic overview
Industry/company/property newsletters
Deal runs/summaries
Preliminary underwriting
Loan origination
Sizing models
Property narratives
Property financials (incl. T-12 statements)
Underwriting checklists
Review of third-party reports
Review of top tenants
Diligence
Preliminary, operational and commercial due diligence
Loan and borrower research
Property/tenant research
Sales and leasing comps
Target profiles
Industry deep dives
Financial modelling/spreads
Valuation and scenario analysis
Detailed rent-roll analysis (incl. lease abstraction)
Underwriting
CMBS/warehouse/syndication underwriting
Detailed tenancy and lease rollover analysis
Cashflow trending analysis
Argus cashflow modelling
Validation of initial UW assumptions/preparation of term sheets
Asset summary reports
Borrower/co-investor analysis
Review of third-party reports
Lease review and abstract
Deal acquisition
Historical financials/debt analysis
Sensitivity analysis
Target company/property valuation
Capital structure analysis
Investment committee (IC) memos/early-warning memos (EWMs)
Presentation support
Monitoring
Track operational and financial KPIs of existing investments
Industry dashboards of key sectors
Investment portfolio dashboard
Credit templates to monitor returns
Detailed financial models for existing investments
Covenant compliance tracking
Exit planning assistance
Asset management
Loan and property tapes
Rent rolls
Property financials
Lease rollover analysis
Fund operations and accounting
Bespoke investment reporting
Treasury support
Fund modelling
Regulatory reporting
What we have delivered
5,000+
live deals support
30,000+
rent rolls and OS spreads
15,000+
loan and property tapes
3,000+
asset summary reports
Automation and workflow management platforms
Advanced Analytics Platform for Portfolio Monitoring
FolioSure enables General Partners (GP) and Limited Partners (LP) accurate tracking and comparison of the performance of portfolio companies.
30-40% more cost-effective than other service providers
40-50% shorter turnaround time for portfolio monitoring and LP reporting
How we are different
ONE-STOP SHOP FOR REAL ESTATE INVESTMENT SUPPORT TO PRIVATE EQUITY AND VENTURE CAPITAL
STRONG REAL ESTATE DOMAIN EXPERTISE
ROBUST PROCESSES, TESTED OVER TIME – MULTI-LEVEL CHECKS FOR ALL ASSIGNMENTS
EXCELLENT RECORD OF CREATING VALUE PROPOSITIONS
What we have done
Investment feasibility support to a US-based investment management client
What we are proud of
100%
Achieved over increase in the number of deal assessments
Ensured better assessment in live deals
Loan underwriting and financial modelling support for a global investment management firm
What we are proud of
USD250k
Ensured annual cost savings of
50%
Freed up more than of clients’ bandwidth
Research support for a real estate-focused private equity fund
What we are proud of
50%
Cost Savings Delivered
75%
increased bandwidth for onshore team
Talk to Our Experts
Get in touch today to find out about how you can help you improve your processes,making you better and more efficient.
Our Perspective on Real Estate Support to Private Markets
Global Private Markets Outlook 2023
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